Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-248- 1.81% |
$10K - $11.7K
|
13.4K
$943K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.82% |
$445 - $518
|
1.35K
$95K
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-7.91K- 2.75% |
$320K - $373K
|
280K
$19.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.34MNew |
$54.3M - $63.3M
|
1.34M
$94.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
6.04KNew |
$244K - $284K
|
6.04K
$424K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$404 - $471
|
10
$702
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
41New |
$1.66K - $1.93K
|
41
$2.88K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-900- 64.29% |
$36.4K - $42.4K
|
500
$35.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$40.4 - $47.1
|
3.73K
$262K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
46New |
$1.86K - $2.17K
|
46
$3.23K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
32.8KNew |
$1.33M - $1.55M
|
32.8K
$2.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.99K- 19.06% |
$80.5K - $93.8K
|
8.46K
$594K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.04KNew |
$204K - $238K
|
5.04K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
6+ 0.11% |
$243 - $283
|
5.35K
$376K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-40.3K- 96.64% |
$1.63M - $1.9M
|
1.4K
$98.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-400- 80.0% |
$16.2K - $18.9K
|
100
$7.02K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
10.7KNew |
$431K - $503K
|
10.7K
$749K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.1KNew |
$206K - $240K
|
5.1K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
91.6KNew |
$3.7M - $4.32M
|
91.6K
$6.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
417+ 0.88% |
$16.9K - $19.7K
|
47.8K
$3.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
340+ 136.0% |
$13.7K - $16K
|
590
$41.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.15K- 4.66% |
$46.4K - $54.1K
|
23.5K
$1.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
50New |
$2.02K - $2.36K
|
50
$3.51K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-540- 3.08% |
$21.8K - $25.5K
|
17K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.2K+ 9.11% |
$573K - $668K
|
170K
$11.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
27.4K+ 13.58% |
$1.11M - $1.29M
|
229K
$16.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-179K- 23.9% |
$7.24M - $8.44M
|
570K
$40M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-600- 2.45% |
$24.3K - $28.3K
|
23.9K
$1.68M
|
|
|
Oct 24, 2023
Q3 2023
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
6K+ 5.98% |
$243K - $283K
|
106K
$7.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-188- 28.27% |
$7.6K - $8.86K
|
477
$33.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-482- 5.13% |
$19.5K - $22.7K
|
8.92K
$626K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.12K- 19.86% |
$328K - $383K
|
32.8K
$2.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
81+ 5.94% |
$3.27K - $3.82K
|
1.44K
$101K
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
41.9K+ 83.3% |
$1.69M - $1.97M
|
92.2K
$6.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.58K+ 13.79% |
$104K - $122K
|
21.3K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-250- 1.4% |
$10.1K - $11.8K
|
17.6K
$1.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-650- 9.29% |
$26.3K - $30.6K
|
6.35K
$446K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.94K- 7.03% |
$78.3K - $91.3K
|
25.6K
$1.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.15K+ 0.66% |
$86.8K - $101K
|
330K
$23.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
734+ 444.85% |
$29.7K - $34.6K
|
899
$63.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2- 0.02% |
$80.9 - $94.3
|
13.2K
$925K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-336- 2.49% |
$12.3K - $14.3K
|
13.1K
$923K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-69.8K- 49.07% |
$2.56M - $2.98M
|
72.5K
$5.09M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
79.2KNew |
$2.91M - $3.38M
|
79.2K
$5.56M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
480K+ 934.22% |
$17.6M - $20.5M
|
531K
$37.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$10.3K - $12K
|
280
$19.7K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.85KNew |
$325K - $378K
|
8.85K
$621K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-16.3K- 92.43% |
$599K - $696K
|
1.34K
$93.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$71.6K - $83.2K
|
1.95K
$137K
|
|